{"id":827473,"date":"2025-03-19T08:33:25","date_gmt":"2025-03-19T12:33:25","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/14-ubs-advisors-in-the-mid-atlantic-market-named-to-the-barrons-top-1200-financial-advisors-list\/"},"modified":"2025-03-19T08:33:25","modified_gmt":"2025-03-19T12:33:25","slug":"14-ubs-advisors-in-the-mid-atlantic-market-named-to-the-barrons-top-1200-financial-advisors-list","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/14-ubs-advisors-in-the-mid-atlantic-market-named-to-the-barrons-top-1200-financial-advisors-list\/","title":{"rendered":"14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List<\/b><\/p>\n<p>PHILADELPHIA&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS today announced that 14 advisors in the firm\u2019s Mid-Atlantic Wealth Management Market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2025.\n<\/p>\n<p>\nThe Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox.\n<\/p>\n<p>\n\u201cIt is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS.\n<\/p>\n<p>\nThe advisors named to the list are:\n<\/p>\n<p><b>Mount Laurel, NJ:<br \/>\n<br \/><\/b>Mark Fendrick<br \/>\n<br \/>Christine McGinley\n<\/p>\n<p><b>Philadelphia:<br \/>\n<br \/><\/b>Brad Bernstein<br \/>\n<br \/>Michael Greenly\n<\/p>\n<p><b>Princeton, NJ:<br \/>\n<br \/><\/b>L. Marc Shegoski\n<\/p>\n<p><b>Washington, D.C.:<br \/>\n<br \/><\/b>Robert Allred<br \/>\n<br \/>Keith Apton<br \/>\n<br \/>Nick Francia<br \/>\n<br \/>Barry Haffner<br \/>\n<br \/>Grantham Myers<br \/>\n<br \/>William Finnerty<br \/>\n<br \/>Jared Hendler<br \/>\n<br \/>Gregory Marcus<br \/>\n<br \/>Rod von Lipsey\n<\/p>\n<p>\nThe 2025 Barron\u2019s Top 1200 Financial Advisors list is compiled based on a variety of criteria including revenue produced for their firm, assets under management, quality of practice, and regulatory record, among other factors.\n<\/p>\n<p>\nFor the full list and further information, visit: <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F1000&amp;esheet=54226091&amp;newsitemid=20250319507551&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.barrons.com%2Fadvisor%2Freport%2Ftop-financial-advisors%2F1000&amp;index=1&amp;md5=bb674a0b999e41c543cfd1f41fc9ebf6\">https:\/\/www.barrons.com\/advisor\/report\/top-financial-advisors\/1000<\/a><\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 5.7 trillion dollars of invested assets as per fourth quarter 2023. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).\n<\/p>\n<p><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54226091&amp;newsitemid=20250319507551&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=2&amp;md5=f1a37315e4fee69804cc110c24bfcaee\">https:\/\/www.ubs.com<\/a><\/p>\n<p>\n\u00a9 UBS 2025. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. Past performance is not an indication of future results. <b>For press use only.<\/b><\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20250319507551r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20250319507551\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20250319507551\/en\/<\/a><\/span><\/p>\n<p><b>Media:<br \/>\n<\/b><br \/>Scott Gamm<br \/>\n<br \/>Strategy Voice Associates<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:scott@strategyvoiceassociates.com\">scott@strategyvoiceassociates.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> United States North America Pennsylvania<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20250319507551\/en\/2414543\/3\/UBS_Logo.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that 14 advisors in the firm\u2019s Mid-Atlantic Wealth Management Market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2025. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cIt is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS. The &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/14-ubs-advisors-in-the-mid-atlantic-market-named-to-the-barrons-top-1200-financial-advisors-list\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-827473","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/14-ubs-advisors-in-the-mid-atlantic-market-named-to-the-barrons-top-1200-financial-advisors-list\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"14 UBS Advisors in the Mid-Atlantic Market Named to the Barron\u2019s Top 1200 Financial Advisors List PHILADELPHIA&#8211;(BUSINESS WIRE)&#8211; UBS today announced that 14 advisors in the firm\u2019s Mid-Atlantic Wealth Management Market have been named to the Barron\u2019s Top 1200 Financial Advisors list for 2025. The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cIt is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS. 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The Mid-Atlantic Wealth Management Market is led by Market Executive Brendan Graham and is part of the firm\u2019s Southeast Region, which is led by Regional Director Julie Fox. \u201cIt is very gratifying to see so many of our advisors in our region named to this list. On behalf of myself and the UBS leadership team, I want to congratulate each of them for this notable industry acknowledgement,\u201d said Brendan Graham, Mid-Atlantic Market Executive at UBS. 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